How you customise it

1. Open Resources to find your instructions, skills, and integrations together. Filter by where they come from: your own, shared with you, from Tracelight, or set for a group or project.

   

2. Each tab explains what it holds, with Upload and Create to add your own. On Skills, style guides for General, Excel, and PowerPoint sit at the top, with other skills below.

   

Type “/” in the chat to open the Skills menu. Use or build skills to automate repetitive tasks - to build one, run /create-skill. To use a skill, type “/” and select it. Share skills from the Resources tab.

Instructions are always-on rules the agent must follow, use them for behaviour you want applied to every task.

1. Access instructions via the Resources tab to view and create them.

   

2. Instructions are Markdown files you can edit, and apply to specific folders.

   

3. To toggle instructions on and off, click the “+” in the chat to see which instructions are active.

   

1. Open the Skills tab in Resources. Style guides sit at the top, grouped by General, Excel, and PowerPoint. You can toggle on/off which ones you want active.

   

2. Click “Create style guide” and upload a workbook or deck. Tracelight extracts its formatting conventions - fonts, colours, number formats, chart conventions - into a reusable style guide applied to every output.

   

3. You can also toggle style guides on and off from the chat: click the “+” button and open Style guides to see what is active for this conversation.

   

Open Integrations to connect your data sources: Microsoft 365 for SharePoint & OneDrive, Microsoft Work IQ, S&P Capital IQ, FactSet, PitchBook, and more. Once connected, @mention a source in the chat and Tracelight pulls the data straight into your model, cited. Tracelight connects to almost any other tool via MCP - request access at support@tracelight.ai.